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Matthew Cody

Strategic Advisers LLC

Brunswick, GA

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-04
FL RA APPROVED 2026-06-01
GA RA APPROVED 2026-05-29
  • TX RA
    APPROVED
    Since 2026-06-04
  • FL RA
    APPROVED
    Since 2026-06-01
  • GA RA
    APPROVED
    Since 2026-05-29

Branch Locations

Brunswick, GA • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 04/2026 Present
Seventy 2 Capital Wealth Management Bethesda MD 10/2025 02/2026
Fidelity Investments Jacksonville FL 11/2015 09/2025
Unemployed Brunswick GA 03/2026 03/2026
  • 04/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 10/2025 → 02/2026
    Seventy 2 Capital Wealth Management
    Bethesda, MD
  • 11/2015 → 09/2025
    Fidelity Investments
    Jacksonville, FL
  • 03/2026 → 03/2026
    Unemployed
    Brunswick, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-22
S63 Uniform Securities Agent State Law Examination 2019-02-12
  • S66 Uniform Combined State Law Examination
    2022-12-22
  • S63 Uniform Securities Agent State Law Examination
    2019-02-12
Other Names
  • Matthew Robert Cody
  • Matthew Cody
  • Matthew R Cody

View on SEC IAPD

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